Financial Advisor: Build Your Independent Practice

Capital Strategies, Beyond Wealth; Albuquerque (NM); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Structured career path

Mentorship program

Independent practice

Team culture

Community impact

Professional development

Job summary

Capital Strategies, Beyond Wealth in Albuquerque, NM seeks motivated, relationship-driven Financial Advisors to help individuals, families, and business owners plan for their financial future. You will develop a client-centered practice and grow within a supportive environment with training, mentorship, and long-term success.

You will build and manage client relationships while engaging in business development, client discovery, financial education, and ongoing relationship management.

Qualifications

• Build and manage client relationships while developing your own professional practice.
• Educate clients on protection, planning, insurance, investments, and retirement.
• Participate in training, coaching, and ongoing professional development.

Responsibilities

• Develop and maintain relationships with individuals, families, business owners, and professionals.
• Conduct client discovery conversations to understand goals, priorities, concerns, and financial needs.
• Gather relevant financial information and help identify appropriate planning strategies.
• Educate clients on solutions related to protection, planning, insurance, investments, retirement, and long-term financial security.
• Build a referral-based practice through networking, community involvement, and professional relationships.
• Participate in training, coaching, and ongoing professional development.
• Operate with integrity, professionalism, and a commitment to putting clients' needs first.

Skills

Client relationship management

Business development

Financial planning

Communication skills

Coaching and mentorship

Job description

Capital Strategies, Beyond Wealth in Albuquerque, NM seeks motivated, relationship-driven Financial Advisors to help individuals, families, and business owners plan for their financial future. You will develop a client-centered practice and grow within a supportive environment with training, mentorship, and long-term success.

You will build and manage client relationships while engaging in business development, client discovery, financial education, and ongoing relationship management.